Daniel Marsh

Daniel Marsh

Senior Markets Analyst

Daniel Marsh is a senior markets analyst at StockTi with over 12 years of experience covering U.S. and global equity markets. He holds a CFA charter and previously worked as an equity research associate at a major Wall Street firm. Daniel specializes in macroeconomic analysis, market trends, and cross-sector investment themes. His work focuses on translating complex market data into actionable insights for individual and institutional investors.

Markets, Economy, Analysis 7,512 articles

Articles by Daniel Marsh

SpaceX's $13.3B AI Hosting Deal: Short-Term Commitment, Big Run-Rate
Analysis

SpaceX's $13.3B AI Hosting Deal: Short-Term Commitment, Big Run-Rate

SpaceX's new AI hosting deal bills $1.11B/month but is a six-month commitment, not a locked-in annual revenue. CFO Bret Johnsen's comments raise questions about the $100B run-rate target.

RUM's Northern Data Stake Hike to 98% Sets Stage for 16.7M New Warrants
Analysis

RUM's Northern Data Stake Hike to 98% Sets Stage for 16.7M New Warrants

RUM Group's plan to exchange 8.26 million Northern Data shares for pre-funded warrants will lift its stake to ~98%, creating 16.74 million new potential shares and setting up a German squeeze-out.

RUM
FTSE 100 Rises as FTSE 250 Slips, Signaling Narrow Market Rally
Markets

FTSE 100 Rises as FTSE 250 Slips, Signaling Narrow Market Rally

The FTSE 100 edged higher on Monday, but the FTSE 250 fell, underscoring a narrow rally driven by defensive stocks and oil producers rather than broad market strength.

UL AZN BAESY BP SHEL GLNCY AAL RIO
Palantir-Nebius AI Pact Lacks Financial Terms
Analysis

Palantir-Nebius AI Pact Lacks Financial Terms

Palantir named Nebius its preferred sovereign-AI infrastructure partner, but the deal lacks disclosed financial terms, leaving investors without clarity on revenue impact.

PLTR NBIS
Lloyds' Capital Return Strategy Under Scrutiny as CFO Takes the Stage
Analysis

Lloyds' Capital Return Strategy Under Scrutiny as CFO Takes the Stage

Lloyds' CFO William Chalmers is set to speak at a conference, with the bank's CET1 ratio at 13.1%. Investors are watching for signals on capital returns.

LYG
Apple Skips Base iPhone 18 in Fall Lineup, Shifts Focus to Premium
Analysis

Apple Skips Base iPhone 18 in Fall Lineup, Shifts Focus to Premium

Apple's September launch skipped the standard iPhone 18, focusing on Pro models and a $1,999 foldable. Investors await holiday sales to see if premium mix offsets missing volume tier.

AAPL
Oil Majors Outperform as Brent Holds Above $107; Euro Stoxx Slips
Markets

Oil Majors Outperform as Brent Holds Above $107; Euro Stoxx Slips

European oil majors outpaced a weaker broader market on Monday as Brent crude held above $107, with BP, Shell, TotalEnergies, and Equinor posting gains while the Euro Stoxx 50 slipped.

BP SHEL TTE EQNR USO
Tech Futures Tumble as Oil Spike Complicates Fed Rate Path
Markets

Tech Futures Tumble as Oil Spike Complicates Fed Rate Path

Nasdaq futures tumbled 1.3% as Brent crude surged to $107, complicating the Fed's rate outlook. Tech and AI shares face pressure, while oil adds inflation concerns.

MSFT AMZN GOOGL NVDA USO SPY QQQ
HKEX Tech 100 Revamps with New Entrants and Stricter Caps
Markets

HKEX Tech 100 Revamps with New Entrants and Stricter Caps

HKEX Tech 100 begins September reset with 10 new constituents including Pony AI and WeRide, alongside an 8% weight cap and 25% industry limit.

KOSPI Slides 3.3% as AI Selloff and Oil Spike Hit Chip Stocks
Markets

KOSPI Slides 3.3% as AI Selloff and Oil Spike Hit Chip Stocks

KOSPI fell 3.3% as AI-linked stocks like SK Hynix and Samsung dropped on safety calls and oil price spike. Index neared session low.

SSNLF
Canada's C$1T Investment Summit: Carney Unveils 167-Project Pitchbook
Analysis

Canada's C$1T Investment Summit: Carney Unveils 167-Project Pitchbook

Canada's investment summit kicks off with a 167-project pitchbook and a C$1 trillion goal, but investors should view the figure as a target, not committed capital.

CRL
ASX 200 Flat After Early Gains Fade; Miners Drag, Oil Climbs
Markets

ASX 200 Flat After Early Gains Fade; Miners Drag, Oil Climbs

The ASX 200 gave up early gains to close nearly flat as surging oil prices and weakness in mining shares offset strength in retail and healthcare.

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